Waverly Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.77M	Buy	179,637 +112,929	+169%	+$3M	0.05%	312
2025 Q1	$1.82M	Buy	66,708 +10,173	+18%	+$277K	0.02%	493
2024 Q4	$1.48M	Buy	56,535 +6,525	+13%	+$171K	0.02%	444
2024 Q3	$1.45M	Sell	50,010 -28,529	-36%	-$829K	0.03%	382
2024 Q2	$2.14M	Buy	+78,539	New	+$2.14M	0.04%	308